Summary
Overview
Work History
Education
Skills
Timeline
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Katie Jacobs-Hall

Windsor

Summary

Dynamic Member Solutions Specialist at Visions FCU with a proven track record in client relationship building and exceptional communication. Recognized for exceeding performance metrics and fostering teamwork. Skilled in problem-solving and maintaining compliance, ensuring high-quality service delivery while managing sensitive data effectively. Committed to continuous improvement and customer service excellence.

Overview

12
12
years of professional experience

Work History

Member Solutions Specialist

Visions FCU
09.2024 - Current
  • Fostered a positive work environment through effective communication, teamwork, and support for colleagues.
  • Maintained compliance with company policies and procedures while handling sensitive customer data securely.
  • Developed rapport with customers, building trust and loyalty through consistent professional communication.
  • Managed high call volume effectively, ensuring each member received prompt attention without compromising service quality.
  • Exceeded performance metrics consistently, demonstrating dedication to delivering exceptional service at all times.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Cross-trained and provided backup support for departmental needs.

Quality Assurance Specialist

FedEx
09.2023 - 09.2024
  • Self-motivated, with a strong sense of personal responsibility.
  • Conducted thorough quality inspections to ensure compliance with industry standards.
  • Provided training and support to team members on quality assurance best practices.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Passionate about learning and committed to continual improvement.
  • Worked flexible hours across night, weekend, and holiday shifts.
  • Paid attention to detail while completing assignments.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.

Cashier & Trainer

Schenider's Market
04.2022 - 02.2023
  • Processed transactions efficiently, ensuring accurate cash handling and customer satisfaction.
  • Assisted customers with product inquiries, enhancing overall shopping experience.
  • Maintained clean and organized checkout area, promoting a welcoming environment.
  • Collaborated with team members to streamline checkout procedures, reducing wait times. train
  • Trained new cashiers on operational protocols and customer service standards.
  • Collaborated with team members to streamline checkout procedures, reducing wait times.
  • Greeted customers entering store and responded promptly to customer needs.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
  • Built relationships with customers to encourage repeat business.
  • Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
  • Helped customers complete purchases, locate items, and join reward programs.
  • Counted money in cash drawers at beginning and end of shifts to maintain accuracy.

Lead CSR

Speedway Gas Station
09.2013 - 06.2019
  • Managed team of customer service representatives to ensure efficient workflow and high-quality service delivery.
  • Mentored junior staff, fostering professional growth and improving overall team competence.
  • Developed and implemented process improvements to enhance customer satisfaction and operational efficiency.
  • Oversaw daily operations, ensuring adherence to company policies and procedures.
  • Led training sessions on new tools and systems for continuous improvement in service delivery.
  • Trained new hires on company policies and procedures, ensuring consistent quality of service delivery.
  • Supervised daily cash handling operations, ensuring accuracy and adherence to company policies.
  • Trained and mentored new cashiers on point-of-sale systems and customer service best practices.
  • Developed and implemented efficient cash reconciliation processes to streamline end-of-day procedures.
  • Maintained a balanced cash drawer with diligent attention to detail and accurate counting practices.
  • Processed both cash and card purchases and returns.

Education

No Degree - Pharmacy Technician

Penn Foster Career School
Scranton, PA

High School Diploma -

Windsor Central School District
Windsor, NY
06-2005

Skills

  • Client relationship building
  • Exceptional communication
  • Teamwork
  • Adaptability and flexibility
  • Problem-solving
  • Attention to detail
  • Reliability
  • Customer service excellence

Timeline

Member Solutions Specialist

Visions FCU
09.2024 - Current

Quality Assurance Specialist

FedEx
09.2023 - 09.2024

Cashier & Trainer

Schenider's Market
04.2022 - 02.2023

Lead CSR

Speedway Gas Station
09.2013 - 06.2019

No Degree - Pharmacy Technician

Penn Foster Career School

High School Diploma -

Windsor Central School District

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